SurveyMonkey
Enterprise Admin Central
Get your Enterprise team set up
Here to support Enterprise Admins every step of the way. Learn more about all the Enterprise features available to you.
SurveyMonkey Enterprise empowers you to gather valuable insights and make data-driven decisions quickly and efficiently. Whether you're creating surveys for customer feedback, market research, academic studies, and more. By leveraging these resources, you’ll have the tools and support you need to create impactful surveys, gather valuable insights, and achieve your goals with SurveyMonkey.
Use our Onboarding Checklist to track your progress, and make sure you complete all the steps needed to successfully set up your Enterprise team.
- Onboarding Checklist
Setting Up Your Account
TIP! Don’t know who your Onboarding Specialist is? Reach out to our team to get connected.
Log In: Use the credentials sent to your email from your Onboarding Specialist to log into your account.
Update Your Profile: Navigate to your email address in the top right corner and click on the dropdown. Select My Account and review the information in this section. Make edits to your name, contact information, and organization details.
Choose Your Preferences: In the same My Account section configure data feature permissions, language, time zone, and notification settings for a personalized experience.
Configure Security Settings: Connect with your SurveyMonkey technical contact to enable Single Sign-On (SSO) or setup Two-factor Authentication. If you're not sure who your Technical Contact is, reach out to your Onboarding Specialist.
If you’ve purchased HIPAA compliance, please enable this feature by following the steps below:
- Click on My Team in the top-left corner while logged in.
- Select Settings from the menu.
- On this page, find the HIPAA BAA section and click Enter into a BAA.
Complete Admin Training: Watch the following series of videos to understand how to use the Admin portal and learn about the settings available to you. This will help you move forward to the next step in the process which is to build your team.
User Management
Learn how to manage seats on your Enterprise team.
Including reassignment and seat deletion.
Adding Users
Learn how to add users and build your team.
This video is also for admins with SSO-enabled accounts.
Team Settings
Learn about individual and global account settings.
Including HIPAA, PII and AI/ML options.
Building Your Team
As an Admin on your Enterprise team, you can add users, change and set permissions, and assign user roles.
Prep Your Users: Let your team know that you’re working on building a SurveyMonkey Enterprise team and explain how they can gain access once they receive their invite. Use this email template to help explain the steps.
- Email template
Invite Team Members: Find the My Team tab in the top left menu bar section of your account, click on the down arrow, and select Add Users. Send invitations to your team members via email or create a team sign-up page where people in your organization can send invites to themselves to join. Teams with SSO enabled won't see either of these options and instead can send a team’s invite link.
Assign Roles and Permissions: Understand and define user roles and permissions to control access and responsibilities. Learn more about roles and how to make adjustments.
Create, Collect, and Analyze
Creating A Survey
TIP! Check out the How to Create a Survey article (which includes video resources) to learn more ways to build a survey.
You can create a survey from scratch or from a template.
Get a head start by using a template designed by our team of survey experts. Use the dropdown menu to browse templates by type to find the right survey for you. If you're on a team, you can also browse your team survey templates.
Try our Build with AI option which helps you create a survey designed to meet your goals. To get started, answer a few simple questions about you and your survey goals.
Collecting Survey Responses
Once your survey design is ready to go, click Collect Responses to create a collector and send your survey. Any collectors you create can be managed from your collector list.
There are various ways to send your survey and collect responses:
| Collector Type | Description |
| Web Link | Create a URL or QR code linking to your survey so you can send or post your survey anywhere you want. |
| Email Invitation | Send customized email invitations to your contacts through SurveyMonkey to track who responds and send follow-up emails. |
| Social Media | Post your survey on Facebook, Twitter, or LinkedIn. |
| Target Audience | If you don’t have your own list of survey takers to get the feedback you need, you can buy responses through SurveyMonkey Audience. |
| Website | Embed your survey or show a pop-up invitation to your survey on your website. |
| Manual Data Entry | Input responses collected offline or add responses for someone without an internet connection. |
| Mobile SDK | Get a survey hash used by app developers to add surveys to iOS or Android apps. |
| Field Survey | Collect responses without an internet connection through the SurveyMonkey Anywhere app. |
| Text Message | Text your contacts a link to your survey. Survey takers can tap the link to take your survey in their mobile browser. |
Analyzing Your Survey Data
Using our Analyze view, you can see a summary view of your data; browse individual responses; create and export dynamic charts; use filter, compare, and show rules to analyze specific data views and segments; view and categorize open-ended responses, and easily download your results in multiple formats.
In addition to our built-in visualization tools, as part of an Enterprise team, you have access to features like Response Quality which uses machine learning to scan your survey results and flag poor-quality responses.
Exporting Your Survey Data
If your team already has established data analysis workflows or tools you prefer, SurveyMonkey gives you options to export your data in several formats such as:
You can also use our export tools to create custom charts of your data and download them to your computer or share them online.
- Want to learn more?
Team Collaboration
Collaboration is at the heart of successful teams, and SurveyMonkey Enterprise offers a suite of tools designed to make teamwork seamless and efficient. Whether you're co-creating surveys, sharing insights, or managing feedback, these tools empower teams to work together effectively in real-time, no matter where they are.
Start with the training video below for an overview on some of our favorite Enterprise collaboration tools.
We recommend learning about the following collaboration features first:
| Collaboration feature | How the feature can benefit your team |
| Survey Sharing | Control who has permission to preview, view, edit, send, or analyze each survey. |
| Survey Commenting | Send anyone a link to view and comment on your surveys and results. |
| Workgroups | Workgroups help organize team members with a shared purpose to work together on survey projects. |
| The Library | This is where team members can find and use shared assets to create surveys. These shared assets include images, documents, templates, themes, and questions. |
TIP! Check out the full list of collaboration options in our Working with others article.
Branding Your Surveys
SurveyMonkey Enterprise offers powerful tools to help your organization create branded surveys that reflect your identity and build trust with respondents. Consistent branding ensures a professional appearance, aligns with your organization's standards, and enhances respondent engagement. Explore the branding options available and learn how to customize your surveys effectively.
Setting Up a Survey Theme
What is a Survey Theme?
TIP! Add your custom theme to the library and save commonly used themes as templates to create consistency across all team surveys.
A survey theme determines the overall look and feel of your survey, including the font, colors, and logo placement. Custom themes are a great way to reinforce your brand identity across all surveys.
To add a custom theme:
- Navigate to the Design Survey section of your project.
- Click on Themes in the left-hand menu.
- Select an existing theme or click Create New Theme to start customizing.
- Customize the following elements:
- Font Style and Size: Choose from available fonts or upload a custom one.
- Color Palette: Set primary and secondary colors for backgrounds, text, and buttons.
- Logo: Upload your organization’s logo and place it in the header or footer.
- Save the theme and apply it to your survey.
Adding Your Logo
Adding a logo to your survey is an easy way to make it instantly recognizable.
To add a logo:
- Go to the Design Survey section.
- In the Builder tab, click Header or Footer to edit these sections.
- Click the Logo option to upload an image.
- Adjust the size and alignment as needed.
- Preview your survey to ensure the logo appears as intended.
Supported image formats include JPG, PNG, and GIF, with a maximum file size of 2MB.
Customizing Colors
SurveyMonkey allows you to customize the color palette to match your brand’s identity. You can adjust background, text, and button colors.
To customize brand colors:
- In the Themes menu, select a theme to edit.
- Choose your preferred colors for the following elements:
- Background
- Text
- Buttons
- Hyperlinks
- Save your changes and apply the theme.
You can your organization’s HEX color codes for precise alignment with your brand standards.
TIP! Use CSS to style your survey so that it matches your visual assets, fonts, colors, and style preferences.
Adding a Custom URL
A custom URL (e.g., surveys.yourcompany.com) adds another layer of professionalism to your surveys.
To set up a custom URL:
- Connect with your SurveyMonkey Technical Contact to get started. Don’t know who your contact is? Reach out to your Onboarding Specialist!
- Work with your IT team to configure the domain settings.
- Once set up, share the branded URL with your team for use in surveys.
You can also change the subdomain of your survey link to make you organization more recognizable to respondents.
ENTERPRISE ADD-ON: Requesting a custom subdomain is only available on some Enterprise packages, please contact your Onboarding Specialist to get set up.
Customizing the Survey Footer
The footer is another opportunity to include branding elements such as a logo, copyright notice, or links to privacy policies.
First hide the SurveyMonkey footer:
- Go to the Design Survey section of your survey.
- Click Style.
- In the Settings tab, click Footer.
- Select None to hide the footer.
Then add your own footer:
You'll need to add additional text into your survey, at the very end of each page. You can add extra spacing to the top of the text so it appears lower down the page.
Branding Best Practices
TIP! Set a default logo or theme, or presentation template for your Enterprise team.
Keep it simple
Avoid overwhelming your survey with too many design elements.
Consistency is key
Use the same logo, fonts, and colors across all surveys.
Test before sending
Make sure your branding displays correctly on different devices and browsers.
Align with company policies
Follow your organization's branding and privacy guidelines.
Integrations and Advanced Features
Our platform offers seamless integrations with popular tools like Salesforce, Marketo, Power BI, and Tableau to help you unlock the full potential of your survey data. These integrations enable you to connect your survey results directly to your existing workflows, making it easier to analyze, automate, and act on your insights.
Getting Started with Paid Integrations
| Paid Integration | Setup and implementation |
| Salesforce | We have a technical implementation team dedicated to supporting you as you get your Salesforce integration setup. Your Onboarding Specialist will introduce you to your Technical Contact to get started. |
| Marketo Integration | Our Marketo integration lets you sync your SurveyMonkey response data with your leads in Marketo. You can use it to create or update leads in Marketo from contact information collected in SurveyMonkey, attach survey response data from SurveyMonkey to existing leads in Marketo, and trigger email campaigns based on certain response conditions. |
| Microsoft Power BI Integration | SurveyMonkey's Microsoft Power BI integration lets you connect SurveyMonkey response data to Power BI Desktop. Power BI lets you create data models, visually display your data with charts and graphs, and create reports. |
| Tableau Integration | SurveyMonkey's Tableau integration lets you set up an extract to export survey responses and quiz results to Tableau Desktop using a Web Data Connector. |
Using Our API
For more advanced integrations, our API allows you to connect your surveys with other platforms or build custom workflows tailored to your needs. Whether you're syncing data with proprietary systems or automating responses, our API documentation provides detailed guidance.
App Directory
In addition to these paid integrations, we offer a variety of apps and tools to extend the functionality of our platform. Browse the App Directory to discover even more ways to connect and enhance your survey experience.
TIP! Visit the App Directory.
Integrating your surveys with these tools allows you to streamline your processes, save time, and make more data-driven decisions. If you have questions or need assistance, our support team is here to help!
Training and Support Resources
We’re committed to helping you succeed with SurveyMonkey by providing comprehensive training and support resources tailored to your needs. Below are the key ways you can access help, learn more about the platform, and even partner with us for customized services.
Customer Support
SurveyMonkey’s customer support team is available to assist with any questions or issues.
- English email support for all customers 24/7
- English Phone Support for Enterprise Customers: Mon-Fri from 3am-8pm Eastern Time
Our Help Center also includes an extensive library of articles, guides, and troubleshooting resources.
Attend Live Training and Events
We host a variety of live webinars, workshops, and virtual events to help you maximize the value of SurveyMonkey. These sessions are designed for all experience levels and cover topics such as:
- Getting started with SurveyMonkey.
- Advanced survey creation and analysis techniques.
- New features and best practices.
Visit our Upcoming Events page to register for sessions. Many events are free, making it easy to level up your skills on a schedule that works for you.
Professional Services for Tailored Support
If you’re looking for hands-on assistance or specialized expertise, consider our Professional Services. Our team of experts can help with:
- Custom survey design and methodology.
- Survey insights through dashboards and custom reports.
- Consultation on effectively using the platform to achieve feedback goals.
Professional Services are available for purchase and are ideal for organizations with unique or complex needs. Learn more about what we offer on our Professional Services page. Reach out to your Onboarding Specialist for more info on how to get started with our Professional Services team!
Expert Consultation
Receive customized training specific to your needs.
With best practice guidance on feedback programs, using custom data to personalize surveys, analysis strategy and more.
Survey Design and Programming
Let SurveyMonkey experts design, program and test your survey for you.
Tailored specifically with best practices in mind to satisfy your own objectives and receive actionable results.
Custom Reporting
Our experts help you turn insights into action.
With custom dashboards, data tables, and comprehensive executive reports highlighting key themes to showcase findings.
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